Seamless customer experiences

CRM solutions that deliver the best customer experience are often integrated into other back-office solutions such as your accounting packages or ERP solutions. Cloud9 have a team of experienced consultants that can support you with all your integration needs. For most projects, we recommend the use of Scribe which comes with many pre-defined data mapping templates with solutions commonly integrated with Microsoft CRM. The benefit of using a tool such as Scribe is that future and inevitable upgrades of your solution will then be supported more easily.

The level of integration can vary, but we would expect most integrations to provide real-time integration to give you seamless processes across teams within your business and reduce the need for handoff between departments. Having an integrated solution also provides you with a centralised view of all your customer information which will be consistent across all touch points.

Website & CRM Integration

Using Click Dimensions, Cloud9 Insight can also offer real-time integration between your website and CRM to ensure lead capture directly into your CRM solution with automated activities if required. You may also want to provide a self-service offering to your customers and fully automate how your customer records are kept up to date by leveraging the portal capabilities offered by Microsoft.

We carried out a webinar demonstrating this integration which is available on YouTube, feel free to watch below. Webinars are regularly carried out by our professional team for anyone who is interested in learning a bit more about Dynamics 365, just Hop On Cloud9 to find out when the next one is.

Sage Line50 & Sage 200 Integration

Cloud9 Insight recommend Redware Middleware for Sage and CRM integration for real-time integration of your accounting data within CRM. The cost for Sage Line50 Integration is £1500 to include setup, first-year maintenance & support and initial training on an integrated solution, much of these costs can be saved as typically it saves costs that would have been incurred with data import. Contact us for costs for Sage 200 Integration. Redware is a Sage and Microsoft registered partner which gives you confidence that future upgrades will be supported.

Learn more about CRM Add-ons

Get Started

We offer you free advice throughout your planning phases for the CRM Online implementation.

To book your Set-up training now simply send us your list of training requirements in priority order with suggested dates and times. To arrange a planning call with a consultant to discuss your project needs contact us click here